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HM Payson & Co’s Vertiv VRT Stock Holding History

HM Payson & Co’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$763K Sell
2,278
-45
-2% -$14.3K 0.01% 260
2026
Q1 		$582K Sell
2,323
-122
-5% -$27.1K 0.01% 280
2025
Q4 		$396K Sell
2,445
-505
-17% -$87.7K 0.01% 325
2025
Q3 		$445K Buy
2,950
+800
+37% +$107K 0.01% 306
2025
Q2 		$276K Buy
2,150
+500
+30% +$48.6K ﹤0.01% 366
2025
Q1 		$119K Buy
1,650
+1,450
+725% +$154K ﹤0.01% 505
2024
Q4 		$22.7K Buy
+200
New +$23.7K ﹤0.01% 757

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HM Payson & Co's VRT Position: Q2 2026 in Review

HM Payson & Co reduced its Vertiv (VRT) stake by 1.9% in Q2 2026, selling an estimated $14.3K and leaving 2,278 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #260.

HM Payson & Co first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • HM Payson & Co held 2,278 shares of Vertiv worth $763K as of Q2 2026.
  • HM Payson & Co sold 45 Vertiv shares in Q2 2026, an estimated $14.3K.
  • Vertiv made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #260 holding.
  • HM Payson & Co first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.